Telephone Banker

Panorama Heights, NM 87124

Posted: 03/18/2026 Category: Accounting/Finance Job Number: 167949

Job Description

Full-time Telephone Banker job opportunity in the Rio Rancho, NM area

If interested APPLY NOW for IMMEDIATE consideration!!

Telephone Banker Details:

  • Location: 100% Onsite in Rio Rancho, NM
  • Schedule: Training hours are Monday – Friday 9:00am-5:30pm MST. After training various schedules will be available to choose from.

Telephone Banker Compensation

  • The pay for this position is $25.00 per hour
  • This role offers a competitive suite of benefits including medical, dental, vison benefits, 401K match, PTO, and more.

Position Summary:

This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals. Key responsibilities include addressing card servicing and sales opportunities, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. Job expectations include building, deepening and retaining relationships, managing risk and creating a positive client experience.

Telephone Banker Responsibilities:

  • Works with clients to uncover needs for credit and short term lending while asking questions to uncover additional financial needs and recommending the best products, services, and solutions to meet those needs
  • Responds to customer inquiries and concerns, creating customized solutions
  • Sells and fulfills banking products including credit cards, lending needs, checking and savings accounts.
  • Identifies client needs for licensed sales functions, making referrals to Line of Business partners
  • Manages risk in every business, product, and service transaction leveraging available tools
  • Creates positive client experience through active listening and addressing questions and concerns

Telephone Banker Qualifications:

  • 2+ years of experience in the banking or financial industry required
  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
  • Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
  • Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Comfortable with ongoing change and learning new technology/processes
  • Minimum of an intermediate level of proficiency with computers
  • Self-motivated with excellent organizational skills
  • Strong decision-making and problem-solving skills

Telephone Banker Preferred Qualifications:

  • Bilingual in Spanish highly preferred
  • Experience in telephone sales or telephone banking highly preferred
  • Call center experience highly preferred
  • Ability to support and provide card solutions
  • Experience in the banking/financial industry
  • Experience working in a call center

If interested APPLY NOW to Chris Meyer for IMMEDIATE consideration!!

Job Requirements

Telephone Banker Qualifications:

  • 2+ years of experience in the banking or financial industry required
  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
  • Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
  • Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Comfortable with ongoing change and learning new technology/processes
  • Minimum of an intermediate level of proficiency with computers
  • Self-motivated with excellent organizational skills
  • Strong decision-making and problem-solving skills

Telephone Banker Preferred Qualifications:

  • Bilingual in Spanish highly preferred
  • Experience in telephone sales or telephone banking highly preferred
  • Call center experience highly preferred
  • Ability to support and provide card solutions
  • Experience in the banking/financial industry
  • Experience working in a call center

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About Panorama Heights, NM

Start your next career adventure in picturesque Panorama Heights, New Mexico! This vibrant area nestled in the Land of Enchantment boasts a thriving job market and endless growth opportunities for passionate professionals. With its stunning views of the Sandia Mountains and rich cultural heritage, Panorama Heights offers a unique blend of Southwestern charm and modern amenities. Explore the nearby Albuquerque BioPark, catch a show at the historic KiMo Theatre, or indulge in local New Mexican cuisine at renowned spots like El Pinto. Join us in Panorama Heights and discover a perfect balance of work and leisure in this exceptional region. Browse our job listings and take the next step towards an exciting career in this captivating locale.